Frederick Robert Semmer

Employer firm

Caissa Wealth Strategies CRD 150458

$297M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2026 → Present
  Caissa Wealth Strategies
  Edina, MN
• 02/2017 → 02/2020
  Accredited Investors Inc.
  Edina, MN
• 08/2016 → 02/2017
  Extended Travel
  Minneapolis, MN
• 02/2020 → 05/2026
  Accredited Investors Inc.
  Edina, MN

Previous Registrations

• 2017-06-21 → 2026-05-19
  Accredited Investors Wealth Management
  Edina, MN

Other Businesses

VIVIE; NOT INVESTMENT RELATED; MINNESOTA; SENIOR LIVING FACILITIES; SECRETARY & TREASURER; START DECEMBER 2018; 8HOURS PER MONTH; 4 HOURS PER MONTH DURING SECURITIES TRADING; CHAIR OF FINANCE COMMITTEE, PROVIDE BOARD GUIDANCE AND ADVICE. BLOOM EARLY LEARNING; NOT INVESTMENT RELATED; PLYMOUTH, MINNESOTA; NON PROFIT PROVIDING CHILD CARE AND EARLY EDUCATION; INVESTMENT COMMITTEE MEMBER; START DECEMBER 2022; 2 HOURS PER MONTH; 0 HOURS PER MONTH DURING SECURITIES TRADING; ADVISE ON THE INVESTMENT OF FOUNDATION ASSETS.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-08-01

Designations

• Chartered Financial Analyst